NVDA — NVidia Corp

Ownership history in WealthPLAN Partners, LLC  ·  36 quarters on record

This page tracks every 13F SEC filing in which WealthPLAN Partners, LLC reported a position in NVidia Corp (NVDA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
3.08% (2025 Q3)
Avg. % of fund
0.49%
First filed
2015 Q4
Last filed
2025 Q4
Quarters held
36
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 96,158 -13,833 -12.6% 2.68% $17.9M $186.49
2025 Q3 ADDED 109,991 +17,525 +19.0% 3.08% $20.5M $186.56
2025 Q2 ADDED 92,466 +6,224 +7.2% 2.35% $14.6M $157.96
2025 Q1 ADDED 86,242 +13,995 +19.4% 1.32% $9.3M $108.35
32 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    NVDA price (monthly, adj. close)

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As of 2025 Q4 — sorted by position size

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